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Defined Wealth Management’s Oracle ORCL Stock Holding History

Defined Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$582K Buy
4,241
+26
+0.6% +$3.67K 0.3% 75
2026
Q2 		$618K Buy
4,215
+3
+0.1% +$544 0.32% 73
2026
Q1 		$620K Buy
4,212
+89
+2% +$14.5K 0.36% 66
2025
Q4 		$804K Buy
4,123
+35
+0.9% +$8.33K 0.46% 51
2025
Q3 		$1.15M Buy
4,088
+33
+0.8% +$8.4K 0.67% 42
2025
Q2 		$887K Buy
4,055
+39
+1% +$6.3K 0.55% 49
2025
Q1 		$561K Sell
4,016
-21
-0.5% -$3.42K 0.38% 58
2024
Q4 		$673K Buy
4,037
+39
+1% +$6.93K 0.45% 50
2024
Q3 		$681K Buy
3,998
+31
+0.8% +$4.49K 0.44% 55
2024
Q2 		$560K Buy
3,967
+29
+0.7% +$3.6K 0.39% 60
2024
Q1 		$495K Buy
3,938
+6
+0.2% +$687 0.36% 67
2023
Q4 		$415K Buy
3,932
+10
+0.3% +$1.09K 0.32% 78
2023
Q3 		$415K Buy
3,922
+47
+1% +$5.44K 0.35% 68
2023
Q2 		$461K Sell
3,875
-48
-1% -$4.96K 0.39% 66
2023
Q1 		$365K Hold
3,923
– – 0.34% 74
2022
Q4 		$321K Hold
3,923
– – 0.3% 81
2022
Q3 		$240K Hold
3,923
– – 0.26% 80
2022
Q2 		$274K Hold
3,923
– – 0.28% 77
2022
Q1 		$325K Hold
3,923
– – 0.29% 78
2021
Q4 		$342K Hold
3,923
– – 0.28% 74
2021
Q3 		$342K Hold
3,923
– – 0.3% 69
2021
Q2 		$305K Hold
3,923
– – 0.27% 78
2021
Q1 		$275K Hold
3,923
– – 0.26% 78
2020
Q4 		$254K Buy
+3,923
New +$234K 0.25% 76

Other funds holding ORCL

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Defined Wealth Management's ORCL Position: Q3 2026 in Review

Defined Wealth Management increased its Oracle (ORCL) stake by 0.62% in Q3 2026, buying an estimated $3.67K and bringing the position to 4,241 shares worth $582K. The position accounts for 0.3% of the portfolio, ranked #75.

Defined Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.15M in Q3 2025. 728 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Defined Wealth Management held 4,241 shares of Oracle worth $582K as of Q3 2026.
  • Defined Wealth Management bought 26 Oracle shares in Q3 2026, an estimated $3.67K.
  • Oracle made up 0.3% of Defined Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Defined Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's Oracle position peaked at $1.15M in Q3 2025.
  • 728 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.